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| Magnolia Capital Advisors LLC
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|---|---|
| CRD # | 298398 |
| SEC # | 801-114023 |
| CIK # | 0001803662 |
| AUM | 1,691.5 M (2026-03-09) |
| Employees | 18 (72% Investors, 22% Brokers) |
| Fees | |
| Minimum | |
| Phone | 601-362-5872 |
| Address | 1076 Highland Colony Parkway Ridgeland, MS 39157 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 15.2 | ||
| Microsoft Corp | 7.9 | ||
| Nvidia Corp | 6.7 | ||
| Amazon Com Inc | 6.5 | ||
| Trustmark Corp | 6.4 | ||
| Bitwise Bitcoin ETF | 5.3 | ||
| Alphabet Inc | 5.3 | ||
| J P Morgan Chase & Co | 5.3 | ||
| Wal Mart Stores Inc | 4.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,201 | 412.6 |
| (b) Individuals (high net worth individuals) | 236 | 517.2 |
| (c) Banking or thrift institutions | 1 | 95.2 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 80 | 555.2 |
| (h) Charitable organizations | 8 | 5.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 40 | 105.5 |
| (n) Other | 0 | 0.0 |
| Total | 4,324 | 1,691.5 |
| By Discretionary | ||
| Discretionary | 3,810 | 1,040.2 |
| Non-Discretionary | 514 | 651.3 |
| Total | 4,324 | 1,691.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,691.5 | |
| Total | 4,324 | 1,691.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001803662] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
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